Who owns CAPITAL GROUP CORE PLUS INCO?

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Analyze quarterly positions in Capital Group Core Plus Inco with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Capital Group Core Plus Inco stock

Who bought or sold CAPITAL GROUP CORE PLUS INCO this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Johnson Bixby & Associates 2.9M $66M 10% Dec 2023
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Advisor Group Holdings 2.8M $63M 28% Dec 2023
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UBS Group 2.3M $52M 63% Dec 2023
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WNY Asset Management 2.2M $49M -9% Dec 2023
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Wells Fargo & Company 2.1M $47M 58% Dec 2023
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Souders Financial Advisors 1.9M $43M 17% Dec 2023
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Commonwealth Equity Services 1.3M $29M 13% Dec 2023
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Jane Street 1.2M $28M -9% Dec 2023
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Janney Montgomery Scott 1.2M $27M 24% Dec 2023
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McGlone Suttner Wealth Management 1.0M $24M 0% Dec 2023
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IAM Advisory 1.0M $23M 79% Mar 2024
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Cambridge Investment Research Advisors 939k $21M 38% Dec 2023
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Raymond James Financial Services Advisors 883k $20M 72% Dec 2023
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Adamsbrown Wealth Consultants 883k $20M 5% Dec 2023
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Harbour Investments 766k $17M 12% Dec 2023
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Main Line Retirement Advisors 705k $16M 100% Dec 2023
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FinDec Wealth Services 691k $16M -10% Dec 2023
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Bernardo Wealth Planning 688k $16M 19% Dec 2023
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Royal Bank of Canada 648k $15M 28% Dec 2023
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D. J. St. Germain 635k $14M -4% Dec 2023
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Stifel Financial 632k $14M -28% Dec 2023
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Raymond James & Associates 604k $14M 1258% Dec 2023
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Ruggaard & Associates 591k $13M 5% Dec 2023
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Lincoln National 514k $12M 25% Dec 2023
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Midwest Heritage Bank 473k $11M 2% Dec 2023
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Branch Banking & Trust Company 459k $10M 3689% Dec 2023
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Wealth Enhancement Advisory Services 440k $9.9M 60% Mar 2024
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Fortress Wealth Management 438k $9.9M 8% Dec 2023
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Confluence Wealth Services 388k $8.8M 100% Dec 2023
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Condor Capital Management 384k $8.7M 100% Dec 2023
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New England Capital Financial Advisors 348k $7.9M 57% Dec 2023
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D.A. Davidson & Co. 320k $7.3M -4% Dec 2023
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Compass Financial 313k $7.1M 100% Dec 2023
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Mutual Advisors 284k $6.4M 21% Dec 2023
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Prospera Financial Services 224k $5.1M 3% Dec 2023
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Landmark Wealth Management 210k $4.8M 4% Dec 2023
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Advisory Services Network 201k $4.6M 100% Dec 2023
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Kestra Advisory Services 196k $4.4M 36% Dec 2023
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Baird Financial 182k $4.1M 50% Dec 2023
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Advisory Alpha 177k $4.0M 9% Dec 2023
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Mariner Wealth Advisors 158k $3.6M 241% Dec 2023
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Atria Wealth Solutions 158k $3.6M 31% Dec 2023
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Wealthcare Advisory Partners 143k $3.2M 472% Mar 2024
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Private Advisor 134k $3.0M 21% Dec 2023
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Acima Private Wealth 126k $2.8M 100% Dec 2023
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Wagner Bowman Management 119k $2.7M 70% Dec 2023
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Benjamin F. Edwards & Company 117k $2.7M 16% Dec 2023
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Lodestone Wealth Management 115k $2.6M 367% Dec 2023
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Studio Investment Management 115k $2.6M 97% Dec 2023
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Cornerstone Wealth Management 109k $2.5M 1% Dec 2023
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NavPoint Financial 106k $2.4M 100% Dec 2023
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Inspire Advisors 105k $2.4M 4% Dec 2023
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Affiance Financial 102k $2.3M 57% Mar 2024
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Capital Planning 90k $2.0M 2% Mar 2024
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Atria Investments 89k $2.0M -28% Dec 2023
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H D Vest Advisory Services 89k $2.0M 17% Dec 2023
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Strategic Family Wealth Counselors 84k $1.9M 100% Dec 2023
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Citadel Advisors 71k $1.6M 360% Dec 2023
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SOL Capital Management 70k $1.6M 413% Dec 2023
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Davenport & Co 68k $1.5M 16% Dec 2023
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Kingsview Wealth Management 66k $1.5M 58% Dec 2023
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LongView Wealth Management 60k $1.3M 7% Mar 2024
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Moloney Securities Asset Management 57k $1.3M 115% Dec 2023
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Captrust Financial Advisors 57k $1.3M -29% Dec 2023
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Proequities 56k $1.3B 14% Dec 2023
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Nations Financial Group 53k $1.2M 1% Dec 2023
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Cherry Creek Investment Advisors 53k $1.2M 100% Dec 2023
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Continuum Advisory 52k $1.2M 1% Dec 2023
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Merit Financial Group 49k $1.1M -18% Dec 2023
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Brown Brothers Harriman & Co. 44k $1.0M 5% Dec 2023
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Sigma Planning 44k $1.0M -48% Dec 2023
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ValMark Advisers 44k $994k 39% Dec 2023
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AdvisorNet Financial 35k $788k 76% Mar 2024
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tru Independence 35k $784k 192% Dec 2023
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Bleakley Financial Group 32k $736k 3% Dec 2023
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Sawtooth Asset Management 32k $736k 3% Dec 2023
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 32k $733k -2% Dec 2023
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Financial Management Network 31k $698k -1% Dec 2023
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Madison Wealth Partners 29k $650k -9% Dec 2023
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Tradition Wealth Management 28k $645k 0% Dec 2023
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Change Path 25k $561k -12% Dec 2023
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Yarger Wealth Strategies 25k $556k -4% Dec 2023
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RFG Advisory 24k $541k -21% Mar 2024
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Financeware 24k $538k 9% Mar 2024
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EverSource Wealth Advisors 23k $523k 643% Dec 2023
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WealthCare Investment Partners 23k $512k -1% Mar 2024
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American Financial Advisors 22k $500k 35% Dec 2023
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Nbc Securities 22k $493k -9% Mar 2024
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Hanson McClain Advisors 21k $485k 1% Dec 2023
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Bridgewealth Advisory Group 21k $477k 100% Dec 2023
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Pillar Wealth Advisors 21k $473k 0% Dec 2023
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Intergy Private Wealth 21k $472k 12% Dec 2023
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Householder Group Estate & Retirement Specialist 19k $426k 99% Dec 2023
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Good Life Advisors 19k $425k 67% Dec 2023
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Wetherby Asset Management 19k $420k 100% Dec 2023
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Silverlake Wealth Management 18k $404k -2% Dec 2023
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Founders Financial Securities 16k $372k 32% Dec 2023
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Western Wealth Management 16k $366k 100% Dec 2023
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Silver Oak Securities 15k $347k 90% Dec 2023
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Global Retirement Partners 15k $346k 0% Dec 2023
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Daymark Wealth Partners 14k $327k 100% Dec 2023
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CWS Financial Advisors 14k $318k 100% Dec 2023
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Alpha Financial Advisors 13k $305k 100% Dec 2023
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HoyleCohen 13k $298k 100% Dec 2023
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J Arnold Wealth Management 13k $293k 100% Dec 2023
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Kuhn & Co Investment Counsel 13k $288k 100% Dec 2023
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Frazier Financial Advisors 13k $288k 100% Dec 2023
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Breakwater Capital Group 12k $276k -33% Dec 2023
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Wiley Bros.-aintree Capital 11k $253k 100% Mar 2024
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BlackDiamond Wealth Management 11k $236k 100% Dec 2023
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National Wealth Management Group 9.1k $206k 100% Dec 2023
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Financial Advocates Investment Management 9.0k $205k 100% Dec 2023
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Steward Partners Investment Advisory 7.4k $167k 37% Dec 2023
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Principal Securities 7.2k $164k 100% Dec 2023
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Jpmorgan Chase & Co 4.9k $112k 100% Dec 2023
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Barrett & Company 4.9k $111k 91% Dec 2023
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Financial Perspectives 4.3k $98k 103% Dec 2023
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IFP Advisors 3.4k $77k -96% Dec 2023
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Winch Advisory Services 2.7k $62k 202% Dec 2023
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Northwest Financial Advisors 2.4k $55k 100% Dec 2023
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Creative Financial Designs 2.0k $46k 0% Dec 2023
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Zrc Wealth Management 2.0k $45k 100% Dec 2023
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Huntington National Bank 1.4k $32k 100% Dec 2023
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CarsonAllaria Wealth Management 1.0k $24k 0% Dec 2023
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Larson Financial Group 430.00 $9.8k 0% Dec 2023
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ICA Group Wealth Management 10.00 $227.000000 100% Dec 2023
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Who sold out of Capital Group Core Plus Inco?

Fund or Company Name Date Sold Shares Held Valued At
Ameritas Advisory Services Sep 2023 37k $797k
International Assets Investment Management Dec 2023 9.9k $225k